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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,876 | $156,398-76.4% | $147,318-75.0% | $138,895-73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.15% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.2pp |
| Employer contribution / active EE | $24,514 | $4,853+405.1% | $4,593+433.7% | $4,194+484.5% |
| Participant deferral / active EE | $24,514 | $8,237+197.6% | $7,906+210.1% | $6,396+283.3% |
| Admin fee / account holder | $1,454 | $14,976-90.3% | $13,708-89.4% | $12,562-88.4% |